Meritage Portfolio Management
Finance · Kansas, United States · 11-50 Employees
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Overview
Headquarters
7500 College Blvd Ste 1212, Overland Par...Phone Number
(913) 345-7000Website
www.meritageportfolio.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
2
1
1
About Meritage Portfolio Management
Meritage Portfolio Management is an investment management firm based in Overland Park, Kansas, specializing in asset management for families, foundations, endowments, corporations, and qualified retirement plans. The firm offers personalized investment management and wealth management solutions, focusing on customized strategies and risk management. With over 30 years of experience and more than $2 billion in managed assets, Meritage is recognized for its high client retention rate and dedicated team. The firm emphasizes building strong relationships with clients, ensuring that their goals are intimately understood and addressed.Explore more
Meritage Portfolio Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Meritage Portfolio Manage...
<$5M
11-50
Private
<$5M
1991
ME
Mark EveansPresident & Chief Investment Officer
Company Profile Activity
Activity Insights
Meritage Portfolio Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Meritage Portfolio Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Meritage Portfolio Management.
Meritage Portfolio Management financials insights
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2020
Debt
$350K
Meritage Portfolio Management Tech Stack
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Meritage Portfolio Management News & Media
CAPTRUST Grows in Kansas City with Addition of Meritage Portfolio Management
RALEIGH, N.C., Feb. 4, 2026 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced that Meritage Portfolio Management (Meritage) in Kansas City has joined the firm. Meritage provides wealth management services to high-net-worth individuals, as well as retirement plan and...
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Meritage Portfolio Management is an investment management firm based in Overland Park, Kansas, specializing in asset management for families, foundations, endowments, corporations, and qualified retirement plans. The firm offers personalized investment management and wealth management solutions, focusing on customized strategies and risk management... Read More
